Help Scout + Custom Fields + Survey Monkey integration
Use Autopilot to create journeys that use the Help Scout, Custom Fields and Survey Monkey integrations.
Upcoming
Marketing Automation ideas to integrate Help Scout, Custom Fields and Survey Monkey.
Help Scout Tag to Check Field to Send SurveyMonkey Survey
Help Scout Tag to Update Field to Send SurveyMonkey Survey
Help Scout Satisfaction Rating to Update Field to Send SurveyMonkey Survey
Help Scout Create Conversation to Check Field to Send SurveyMonkey Survey
Help Scout Tag to Send SurveyMonkey Survey to Update Field
Help Scout Create Conversation to Send SurveyMonkey Survey to Update Field
Help Scout Satisfaction Rating to Check Field to Send SurveyMonkey Survey
Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Update Field
Help Scout Create Conversation to Update Field to Send SurveyMonkey Survey
Showing 9 journey ideas for Help Scout, Custom Fields and Survey Monkey
About the Help Scout integration
Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the Survey Monkey integration
SurveyMonkey is the world's leading online survey platform, but it is complicated and expensive. Autopilot has the ability to create "Capture forms" which can act as surveys. You can then send those responses to yourself via Slack, SMS, and analyse the responses in ledger form, reports, and advanced graphs. Autopilot also allows you to have automated survey follow ups and segment your customers into audiences based on their survey response.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Help Scout integration, Custom Fields integration and the Survey Monkey integration.
Journey Triggers
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Update Field
Update a field to a specific value.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
